Financial Services - Para Planner, Pinelands, Cape Town. Company Name: van Zyl and Associates.

Duties will include, but are not limited to: Gathering and updating of client financial information. Assist in the preparation of relevant Financial Needs Analyses. Preparing of client reports, such as investment updates. Preparing of quotations. Preparing of annual review packs, including archiving relevant documents. Implementation of agreed solutions.

Requirements: Minimum 2 years related work experience. Experience with Xplan and Old Mutual Wealth. Matric(grade 12). Be fluent in English and Afrikaans. Verbal and written.  Computer literate (MS Office). Attentive to detail.

Remuneration: Market related

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If interested, forward your CV to: svanzyl3@oldmutual.com